Tom McAuliffe

Tom has been working with people to create strategies designed to protect them and their family’s wealth for over 32 years, starting in 1986 with Shearson Lehman Brothers, then in his own firm, True Wealth Management, and now with Heritage Family Office.
He engages his clients in family-centric, values-based planning. He helps them make thoughtful, informed decisions about their finances, their families, and their legacy.
Tom is Past President of the Board of Trustees for Unity in Marin, a spiritual community in Novato, CA, where he still serves as a meditation teacher. He was also on the Board and fund-raising chair at Spirit Rock Meditation Center in Marin County.
In his off-hours, you can find Tom working in his workshop or in his garden. He loves Giants baseball, Niner’s football, Warriors basketball, playing golf (fairly badly), sailing on the Bay (somewhat proficiently), or skiing in the Sierras and the Rockies (enthusiastically).
He lives with his wife Erika Martinez and their four beloved cats in the Gerstle Park neighborhood of San Rafael.